Finance & Insurance Businesses for Sale in New York.

Whether you're looking at insurance agencies, advisory firms, or lending companies, the combination of renewal commissions, licensed teams, and clients who stay for years because switching is genuinely painful is what makes this category worth exploring.

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Rejigg lists 6 finance & insurance businesses for sale in New York.

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Featured Finance & Insurance Businesses in New York

Showing 6 of 6 listings

Debt Collection & Accounts Receivable Management Firm

Nationwide accounts receivable management firm specializing in distressed debt collection with SDE margins exceeding 55% on $2.3M in 2024 revenue.
Price$3.5M
Revenue$1.6M
EBITDA$537.3K

Boutique Institutional Research Firm

Boutique primary research and expert network firm serving 200 institutional investors with $10M in revenue, 40 employees, and growth driven entirely by referrals over nearly two decades.
Price-
Revenue$10M
SDE$1.4M

Activist Short Selling Research & Asset Management Group

Activist short-selling research brand with over six years of publishing history and one of the most recognized names in the space, feeding an affiliated fund managing $50M in assets.
Price$140M
Revenue$1.6M
SDE$1M

AI-Enabled Automated Trading Strategy SaaS

AI-powered SaaS marketplace for algorithmic trading with 100% recurring subscription revenue, 75% SDE margins, and revenue growth from $60k to $381k between 2023 and 2025.
Price-
Revenue$485.9K
SDE$338.5K

SaaS Platform for Crypto

Blockchain analytics and tax compliance platform with two revenue streams serving a rapidly growing market as cryptocurrency regulation accelerates.
Price-
Revenue$852.5K
EBITDA($1.6M)

Investment Management Company

A veteran and minority-certified broker-dealer generating $10M in annual revenue across four institutional business lines, with partnerships managing $22B+ in assets and 60% recurring revenue tied to long-term distribution agreements.
Price-
Revenue$10M
EBITDA$0
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What to know

What to know about buying a finance & insurance business in New York

New York City holds most of the market: professional services, healthcare practices, restaurants and hospitality, retail, software and media. Buffalo, Rochester, Albany and Syracuse add manufacturing, healthcare and services for upstate buyers. General contractor licensing is handled by cities and counties, and New York City licenses home improvement contractors and several trades through its own agencies. New York has a corporate franchise tax, a progressive individual income tax, and New York City adds its own business and personal income taxes. Labor rules on pay frequency and paid leave are stricter than in most states. SBA 7(a) lending is active, with district offices in New York City, Buffalo and Syracuse.

Finance & Insurance listings in New York on Rejigg include insurance agencies, lending businesses, investment services, and fintech companies. Buyers of these businesses look at renewal income, a book of clients, and regulatory barriers to new competitors. Plan for licensing transfer, carrier or lender relationships, and compliance history.

Closed deals

Rejigg deals closed in New York

Across 41 closed deals on Rejigg, the median time from first pitch to close is 174 days.

See all Rejigg deal data

Due diligence

What to Look For

Practical guidance from hundreds of real acquisition conversations.

Revenue Predictability

  • Ask how revenue breaks down: subscription fees, renewal commissions, management fees, or transaction-based income.
  • Steady annual contracts and renewal rates above 85% signal a business where cash flow is genuinely reliable.
  • Transaction-based income tied to interest rates or market activity moves differently than fee-based revenue and is worth understanding separately.
  • Renewal rates above 85% across the client base are one of the strongest signals of a durable finance business.

Licensing and Compliance Position

  • Find out what licenses exist, whether they're held at the company or individual level, and what the transfer or re-application process looks like.
  • Insurance carrier appointments, multi-state fintech licenses, and mortgage state approvals all have different transfer timelines.
  • Starting this review before you go deep into diligence prevents licensing issues from becoming late-stage surprises.

Client and Customer Concentration

  • In advisory and insurance businesses, aim for no single client representing more than 10 percent of revenue.
  • In fintech and lending, ask how many institutions or customers the recurring revenue comes from.
  • Businesses with one large client aren't automatically problems, but understanding the contract length and renewal history is worth doing early.

Team Depth Beyond the Founder

  • Ask whether advisors, producers, or account managers have their own client connections and how long they've been with the business.
  • A business where the team manages relationships and the owner manages the business is far more transferable than one where everything flows through a single person.
  • Find out whether key people are committed to staying through a transition, and what incentive structures exist to keep them.

Valuation

What Should You Expect to Pay?

2x-5x

SDE

Owner-operated

4x-10x

EBITDA

With management team

The spread within this category is wide because subscription-based fintech and advisory firms with licensed teams command significantly higher multiples than transaction-dependent businesses where the owner holds most of the relationships.

What drives a premium

Recurring revenue with documented renewal rates above 85% across the client base

Licenses held at the company level with a clear, workable transfer process

Advisors, producers, or account managers with their own client relationships who stay through the sale

No single client or institution representing more than 10-15% of total revenue

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Finance & Insurance Businesses in New York